Sean Melican (CRD# 6797611) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 4 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keystone Financial Group | Lexington, KY | Jul 2023 - Current | < 1 |
| Lpl Financial, LLC | Louisville, KY | May 2020 - Current | 4 |
| Lincoln Investment Planning, LLC | Fort Washington, PA | Apr 2019 - May 2020 | 1 |
| Unemployed | Louisville, KY | Nov 2018 - Apr 2019 | < 1 |
| Ameriprise Financial Services, Inc. | Louisville, KY | Jun 2017 - Nov 2018 | 1 |
| Frank Otte Nursery | Louisville, KY | May 2014 - Jun 2017 | 3 |
| Trinity High School | Louisville, KY | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- KY
-
Total Assets Under Management1,510MILLIONS
-
Total Number of Accounts5,260ACCOUNTS
-
Average Account Value$287,020
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, CA, FL, GA, IL, IN, KS, KY, LA, MD, NC, NJ, OH, SC, TN, TX, VA, VI, WA, WV
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